Take control of your
financial life

Wealthzi is a 360-degree personal finance manager that will help you see money in a new light, help you build your networth, and play a role in your wealth creation.

A wealth manager for digital age, it blends artificial intelligence/machine learning

Creating and managing wealth

A wealth manager for digital age, it blends artificial intelligence/machine learning with top of the line financial talent to bring you best in class wealth management services.

Important to track networth so you can ensure that your wealth

Track your networth

It's important to track networth so you can ensure that your wealth is moving in the right direction. Our cutting edge tools help you do that.

Wealth creation can’t be focused on a single product like mutual funds.

Diverse portfolio suite

Wealth creation can’t be focused on a single product like mutual funds. Our wealth management suite contains a plethora of products ranging from MFs to PMSes to AIFs.

Technology, artificial intelligence and data analytics

The platform harnesses the power of artificial intelligence, data analytics and natural language processing to create a seamless experience of investing and managing finance

  • Artificial intelligence-based investment insights and ideas
  • Portfolio allocation and product selection based on your risk profile
  • Easy to use interface and non-intrusive financial experience
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Expert advice & technology
Financial dashboard

Financial dashboard

A 360-degree view of your financial life via a dashboard that helps you monitor and review your portfolio, gives information on various wealth ideas, and insights into boosting your networth

  • Portfolio tracker for mutual funds, PMS, stocks, FDs and other investments
  • A tracker of income, liabilities, and assets
  • Automated expenditure tracker
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Digital onboarding

We start by building and analysing your financial profile, reviewing your risk type & time horizon, helping in goal planning, and recommending an ideal asset allocation

  • Understanding your financial profile
  • Assessing your risk profile
  • Planning your financial goals and mapping your wealth journey
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Digital onboarding
Expert advice & technology

Robust transactions platform

A secure technology platform for executing mutual fund transactions in partnership with BSE Star.

Experienced operations and wealth consulting team to execute transactions in offline products like portfolio management service, Alternative Investment Funds, bonds, fixed income products, and overseas investments and stocks.

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Expert advisors & wealth
specialists

Whether it's a question on a mutual fund or a portfolio management service, or a deep dive into investment in equity or debt, our licensed advisors and service specialists are available to clarify your queries

  • Regular interaction with licenced advisors and wealth managers
  • A combination of face to face, browser-based and telephonic interaction
  • Handholding and personal attention by wealth managers
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Expert wealth advisors and service specialists
Personal loans & credit cards

Personal loans & credit cards

As you grow your wealth, you might be in need of home loans, personal loan or credit cards. We bring you a plethora of options where you can apply for realtime approval on the platform.

  • Personal loans and home loans
  • Credit cards from leading banks
  • Overdraft
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Spend and income analysis

Unique tools and charts that give you a complete picture of your financial profile, track your income and expenditure, and provide you with recommendations and alerts.

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Spend and income analysis